920 12th Street

Belle Plaine, IA 52208

Kollmorgen, Schlue & Zahradnik, P.C. 218790thm_7d83d7f68000bbc
Trusts

Create a secure place for your family's financial future

Leaving a financial legacy for your family is one of the ways you can show your love and continue to provide care and support into the future even after you are gone. A trust holds the amount of money you determine either until a pre-determined time when it is accessible by the beneficiary, or for when certain situations arise. This protects the funds and ensures they are available when you want them to be for your loved ones.

Tax management Trusts
  • Creation of trust

  • Administration

  • Monitoring

  • Managing of tax returns related to the trust

  • Wills

  • Probate

Let Jennifer handle your trust needs

If you are ready to discuss establishing a trust for your loved ones, get in touch with Jennifer and schedule an appointment that is convenient for you. Saturday times are available upon request. 

Get started protecting your family's financial future

With our years of experience, we have the knowledge and expertise to help you handle your trust needs.

Get in touch with us to find out more about trusts and to schedule an appointment.

319-444-3285